PO0900M Purchase Order and Receiving Vendor Performance Analysis Report

Vendor Performance Analysis Report

Application Overview

 This application gives you the capability of evaluating the performance of particular vendors, as well as comparing the performance of one vendor with another. The report shows such information as the vendor's last activity date, the number of orders you have submitted during the year, the value of purchases this year and last year, the number of purchase order lines for the year and the number of lines that were late. The report also provides several comparison percentages that give you a very clear idea of the vendor's ability to deliver quality products at the expected cost and on time. These percentages include the percentage of purchase order lines that were late this year and last, the percentage cost variance between expected and billed costs and the percentage of delivered items that were rejected.  Finally, the report presents two averages: the average lead time and the average number of days late.

 The report may be printed for a range of vendor numbers and for one or all commodity codes. The report will selectively disregard vendors with a last activity date that is earlier than a date that you specify.

 Perhaps the most powerful feature of this application is the capability it provides of showing vendors that fall within a range of performance characteristics that you specify. For instance, you can show all vendors that have had less than 10% lines late, less than 5% cost variance and less than a 7% rejection rate. Or you can focus upon desirable vendors by specifying that only those with a rejection rate greater than 20% and a cost variance percent greater than 10% be shown.  You will probably find the report most useful when you use it to compare vendors that provide a particular commodity. A buyer or department manager can determine what kind of service his vendors have been providing and then seek other vendors if he finds the level of service to be unsatisfactory. A buyer could also use these statistics as leverage for acquiring better service, prices or terms from a vendor who has been operating below par. This information can be valuable to anyone in your organization who deals with vendors and particularly valuable to those who have responsibility for selecting vendors.

Run Instructions

 Select Vendor Performance Analysis Report from the pull down P/O Reports window. 

 

 

   


The following options are available:

    • Select the Print mode from the Vendor Performance Analysis Report menu bar
    • Enter the data requested on the screen
    • Answer Y to the question asking if you wish to restrict by percentages, a second screen will display upon which you specify which percentages apply and what their amounts are.
    • The report then prints.

    To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

     

    Entry Field Descriptions

     

    Range Screen

     

    Name

    Type and Description

    1.   Starting Vendor No

    6 alphanumeric characters.

    Enter the first vendor in the range of vendors that are to be considered for inclusion on the report.  The number need not be that of a vendor on file in the Vendor file.

    Press the F7 key to search by vendor number. 

    Press the F8 key to search by vendor name 

    Defaults to ALL.

    2.   Ending Vendor No

    6 alphanumeric characters.

    Enter the last vendor in the range of vendors that are to be considered for inclusion on the report.  The number need not be that of a vendor on file in the Vendor file.

    Press the F7 key to search by vendor number. 

    Press the F8 key to search by vendor name.

    Defaults to the starting vendor number.

    3.   Commodity Code

    4 alphanumeric characters.

    Enter the commodity code for which the vendors who are included on the report are suppliers. Only those vendors who fall within the range of starting and ending vendor numbers and who provide this commodity will be shown.

    Defaults to All.


     

    4.   Earliest Activity Date

    A date in the standard date format.

    This activity date refers to the vendor's last activity date.  You can selectively ignore those ven­dors who have not had recent act­ivity by means of the date that you specify.  Enter the earliest last activity date which will quality a vendor for inclusion on the report.

    Defaults to All. 

    5.   Restrict by Percentages ?

    Y or N.

    Answer Y if you wish to advance to the second screen, where you can enter additional parameters that pertain to performance sta­tistics.  The second screen has no effect upon which data prints for individual vendors but it does affect which vendors will show up on the screen.

    Answer N if you do not wish to qualify by their performance sta­tistics the vendors that are to appear on the report.

    Defaults to N. 

     

    Percentages Screen

     

    Name

    Type and Description

    1.   Restrict by Lines Late Pct ?

    Y or N.

    Lines Late refers to those purchase order line items for which the merchandise was received later than it was requested.  Line items that are canceled because of delays shipment are also considered to be late for purposes of this statistic.

    The lines late percent is the ration (expressed as a percentage) between the number of lines late and the total number of purchase order line items that were ordered from the vendor.

     

    Restrict by Lines Late Pct ? (continued)

    Answer Y if you wish to qualify a vendor for inclusion on this report by his percentage of lines late.  If you answer Y, you will be allowed to enter the next two fields.  If you answer N, the program will advance to entry of the fourth field.

    Defaults to N. 

    2.   Target Lines Late Pct

    3 numeric digits (999).

    Enter the percentage of lines late that will be used for determining whether a vendor shows up on the report or not. The program will use your entry for this field in conjunction with your entry for the next field to qualify vendors.

    Defaults to zero. 

    3.   Show Vendors

         Over/Under 999% Lines            Late

    1 alphabetic character.

    O or U.  A submenu will display to remind you of the valid options.

    Enter O if you wish to show only those vendors who percent lines late is over the target percent entered in #2 above. Enter U if you wish to show those vendors whose percent is under the target percent.

    4.   Restrict by Cost Variance          Pct ?

    Y or N.

    A cost variance is the difference between the price at which you ordered something and the price at which you were billed for it. Generally you are concerned if the vendor consistently charges more for what you order than your purchase order specified. You might also be interested in seeing those vendors who charge less.

    Defaults to N. 

    5.   Target Cost Variance Pct

    3 numeric digits (999).

    Enter the cost variance percentage that will be used for determining whether a vendor shows up on the report or not. The program will use your entry for this field in conjunction with your entry for the next field to qualify vendors.

    Defaults to zero. 

     

    6.   Shows Vendors                       Over/Under 999% Variance

    1 alphabetic  character.

    O or U.  999% Variance A submenu will display to remind you of the valid options.

    Enter O if you wish to show only those vendors whose percent cost variance is over the target per­cent entered in #5 above. Enter U if you wish to show those vendors whose percent is under the target percent.

    7.   Restrict by Item Rejection         Pct ?

    Y or N.

    Answer Y if you wish to qualify a vendor for inclusion on this report by his rejection percent­age. If you answer Y, you will be allowed to enter the next two fields.

    Defaults to N. 

    8.   Target Item Rejection Pct

    3 numeric digits (999) 

    The rejection percentage is the ratio between the number of items that were rejected and the number of items that were received. A high rejection rate indicates low‑quality products or careless packing or an inability on the vendor's part to ship precisely what was ordered.

    Enter the rejection percent that will be used for determining whether a vendor shows up on the report or not. The program will use your entry for this field in conjunction with your entry for the next field to qualify vendors.

    Defaults to zero. 

    9.   Show Vendors Over/Under        999% Rejection

    1 alphabetic character.

    O or U.  A submenu will display to remind you of the valid options.

    Enter O if you wish to show only those vendors whose rejection per­cent is over the target percent entered in #8 above. Enter U if you wish to show those vendors whose percent is under the target percent.

     

     


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    Vendor Performance Analysis Report

     

     

     


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    Vendor Performance Analysis If Restricted By Percentages

     

     

     

     

     

     

     

    Purchase Order

    1. Why Receiving Non-Inventory Items in PO Will Cause General Ledger Inventory Account Out of Balance?
    2. Order Has Been Printed But Not Posted
    3. When does the Purchase Line History data get updated?
    4. Can I Edit the Ship Date Field in PO Line Item Screen?
    5. Getting PO Lock File Problem During PO Printing
    6. Feature - Notes Tracking from PO Warehouse Receiving to Inventory Transfer Management to Inventory Transaction
    7. Feature - Prevent MM Item from Purchasing
    8. Feature - Include Or Exclude UDC in Buyer's Desk
    9. Feature - Item Number Verification After Serial Number Scan
    10. PO05S1 Purchase Order and Receiving Receivings Audit Trail Report
    11. PO05S2 Purchase Order and Receiving Drop Shipment Receivings Report
    12. PO0104 Purchase Order and Receiving Release Blanket Orders
    13. PO0105 Purchase Order and Receiving Purge Closed Purchase Orders
    14. PO0200 Purchase Order and Receiving Print Purchase Orders
    15. PO0300 Purchase Order and Receiving Purchase Order Inquiry
    16. PO0400 Purchase Order and Receiving Scheduled Receipts Reports
    17. PO0600 Purchase Order and Receiving Purchase Line History Report
    18. PO0700 Purchase Order and Receiving Cash Requirements Projection Report
    19. PO0800 Purchase Order and Receiving Commodity Code Vendor Report
    20. PO0900M Purchase Order and Receiving Vendor Performance Analysis Report
    21. PO1000 Purchase Order and Receiving P/O Setup
    22. PO1101 Purchase Order and Receiving Buyer Code File Maintenance
    23. PO1201 Purchase Order and Receiving Comment Code File Maintenance
    24. PO1301 Purchase Order and Receiving Reject Reason Code File Maintenance
    25. PO1401 Purchase Order and Receiving Ship-To File Maintenance
    26. PO1501 Purchase Order and Receiving Item Vendor File Maintenance
    27. PO1502 Purchase Order and Receiving Purge Item Vendor File Maintenance
    28. PO1601 Purchase Order and Receiving Vendor Service Address
    29. PO1700 Purchase Order and Receiving Clear Year-to-Date Statistics
    30. PO1800 Purchase Order and Receiving Open Purchase Orders Reports
    31. POCLSMNU Purchase Order and Receiving PO Close Processing
    32. POIMPMNU Purchase Order and Receiving Purchase Order Import
    33. POINVMNU Purchase Order and Receiving Invoice Processing
    34. POORDEXS Purchase Order and Receiving Purchase Order Export
    35. POEQMNT Purchase Order and Receiving Purchase Order Requisition
    36. POREQPST Purchase Order and Receiving Post Requisitions
    37. PORSTSCN Purchase Order and Receiving Reset P/O Rec/Inv Qty
    38. POUPDSTA Purchase Order and Receiving Update Vendor Statistics
    39. POWHRMNT Purchase Order and Receiving Warehouse Recovery Process
    40. POWRIMNT Purchase Order and Receiving Warehouse Receiving Import
    41. Feature -- PO Ship-to File Maintenance Determine Drop Ship Location by State/Zip Code Tables
    42. Feature - Warehouse Receiving Serial Number Validation
    43. Feature - Buyer's Desk Inventory Class Selection Criteria
    44. Feature - PO Ship-To File Received to Transit Location
    45. Purchase Order Line Item Add or Change Event
    46. PO0000 Purchase Order and Receiving Overview 1
    47. PO0000 Purchase Order and Receiving Overview 2
    48. PO0000 Purchase Order and Receiving Overview 3
    49. PO0000 Purchase Order and Receiving Overview 4
    50. PO0000 Purchase Order and Receiving Overview 5
    51. PO0000 Purchase Order and Receiving Overview : Index
    52. PO0100 P/O and Receiving Purchase Order Processing 1
    53. PO0100 P/O and Receiving Purchase Order Processing 2
    54. PO0100 P/O and Receiving Purchase Order Processing 3
    55. PO0100 P/O and Receiving Purchase Order Processing 4
    56. PO0100 P/O and Receiving Purchase Order Processing 5
    57. PO0100 P/O and Receiving Purchase Order Processing: Index
    58. PO2000 P/O and Receiving Receivings Processing 1
    59. PO2000 P/O and Receiving Receivings Processing 2
    60. PO2000 P/O and Receiving Receivings Processing 3
    61. PO2000 P/O and Receiving Receivings Processing 4
    62. PO2000 P/O and Receiving Receivings Processing 5
    63. PO2000 P/O and Receiving Receivings Processing 6
    64. PO2000 P/O and Receiving Receivings Processing 7
    65. PO2000 P/O and Receiving Receivings Processing 8
    66. PO2000 P/O and Receiving Receivings Processing 9
    67. PO2000 P/O and Receiving Receivings Processing: Index
    68. POFRMMNT P/O and Receiving P/O Form Setup 1
    69. POFRMMNT P/O and Receiving P/O Form Setup 2
    70. POFRMMNT P/O and Receiving P/O Form Setup 3
    71. POFRMMNT P/O and Receiving P/O Form Setup 4
    72. POFRMMNT P/O and Receiving P/O Form Setup 5
    73. POFRMMNT P/O and Receiving P/O Form Setup: Index
    74. PORCNMNU P/O and Receiving P/O Reconciliation Process 1
    75. PORCNMNU P/O and Receiving P/O Reconciliation Process 2
    76. PORCNMNU P/O and Receiving P/O Reconciliation Process 3
    77. PORCNMNU P/O and Receiving P/O Reconciliation Process: Index
    78. How to Retrieve Open Purchase Orders Through SQL SELECT Statement
    79. Feature - Receivings Processing Mass Receiving Changes
    80. Feature - Warehouse Receiving Mass Receiving
    81. How to Remove Outstanding PO from Received Not Invoiced Report
    82. Feature - Add Events for Addition of PO Header and Line
    83. Feature - Allow to Enter Unit Cost in PO Warehouse Receiving Add Mode
    84. Feature - Ability to Create a CSV Export in PO Edit List When "Show Headers Only" = "Y"
    85. Feature - Added PO by Comment Code List to the Schedule Receipts Reports
    86. Feature - Support Negative PO Line Item Unit Cost
    87. Feature - Added F4=Revision Option to PO Inquiry Drill Down
    88. Feature - Add Serial Number Support to PO Warehouse Receiving Import

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